港股異動 | 銅業股集體走高,智利封鎖邊境或帶動銅價上漲
uSMART盈立智投4月8日消息,今日港股早盤,銅業股集體走高,截至10:35,江西銅業股份盤中漲超2.81%;中國有色礦業盤中漲超2.58%;紫金礦業盤中漲超1.38%;五礦資源盤中漲超0.21%。
智利政府決定,4月5日到5月1日關閉智利邊境,暫停一般外國遊客入境智利,出境也僅限於緊急情況、人道主義原因或醫療目的。智利是全球礦產大國,關閉邊境引發大宗商品市場高度關注。
儘管智利能源和礦業部迴應,關閉邊境不會影響礦業企業正常運作,新的封鎖措施不會波及採礦業或海運業,但關於供應緊張的擔憂仍在市場瀰漫,銅期貨價格升至兩週高點。
6日倫敦金屬交易所銅期貨價格一度上漲3.6%,突破每噸9000美元的關口,至每噸9104美元,觸及兩週以來最高點。5日紐約商品交易所銅期貨價格一度創下六週以來最大漲幅。
卓創資訊分析師劉新偉認爲,當地銅、鋰等礦產出口肯定會受到影響。劉新偉分析:“以智利此次關閉邊境的行動看,必然將會對銅、鋰出口造成一定影響。智利是全球最大產銅國和第二大產鋰國,銅、鋰供應量都佔全球四分之一左右。智利此次封閉國境,將會造成船期延遲,或加劇5—6月份銅、鋰等基礎材料的供應短缺問題。”
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